SEC 13F Intelligence

Agh Wealth Advisors, LLC / SPY

Agh Wealth Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does Agh Wealth Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 21.3K shares worth $14M (+10.22% of its 13F portfolio) as of Q1 2026, down from 23.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
21.3K
% of Portfolio
+10.22%
Quarters Held
5
currently held

Position History SPY

Reported value by quarter
Q1 ’25: $6MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.3K$14M+10.22%
Q4 202523.7K$16M+12.14%
Q3 202523.7K$16M+11.60%
Q2 202517.3K$11M+8.82%
Q1 20259.9K$6M+5.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Agh Wealth Advisors, LLC’s full portfolio or all institutional holders of SPY.